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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,988 | $150,447-52.2% | $136,298-47.2% | $147,586-51.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 16.75% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,881 | $5,256-45.2% | $4,696-38.6% | $4,876-40.9% |
| Participant deferral / active EE | $3,866 | $6,631-41.7% | $6,247-38.1% | $5,439-28.9% |
| Admin fee / account holder | $455 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |